Serv Inc. has built a structured investigation methodology around the same regulatory frameworks your compliance team works under every day: RESPA, FDCPA, FCRA, TILA, FLSA, and the state and federal arbitration statutes that govern private dispute resolution. We have used it on thousands of consumer documents and produced findings that financial institutions, employers, and regulators have all had to take seriously.
The data we generate, the workflows we have proven out, and the framework we operate under are available to institutional partners under custom engagement. Below is what we offer, what we have learned in the field, and how a partnership begins.
Every Enterprise engagement is custom-scoped. No two institutional needs are the same, and we do not pretend otherwise. The four models below describe the kinds of partnerships we build.
A referral-based partnership for community organizations whose work centers on consumer defense and housing assistance. Partner organizations route the consumers they serve into the Serv Inc. investigation and dispute resolution framework. Two funding pathways are available: organizations that can underwrite the service for their constituents do so directly, and where consumers pay for the service themselves, volume-based rates are negotiated based on the partnership's referral volume.
Compliance tooling, consumer intake systems, and investigation frameworks built specifically for financial services organizations. Designed for institutions that need internal-facing audit capability or consumer-facing dispute resolution that actually closes loops, not portals that file complaints into a void.
Serv Inc. membership offered as a financial wellness benefit through your HR program. Volume pricing for employers offering access to fifty (50) or more employees. A practical benefit for workforces facing real consumer financial pressure (mortgage stress, debt collection, wage disputes) that standard EAPs do not address.
Training programs on RESPA, FDCPA, FCRA, FLSA, and consumer protection frameworks for legal, HR, and compliance teams. Delivered from the consumer side of the table, which is the perspective most institutions never see until it surfaces in a formal proceeding. Engagements range from one-time workshops to ongoing advisory relationships.
These are anonymized findings from real Serv Inc. cases. They are the kind of patterns most compliance dashboards do not surface, because they sit in the gaps between systems, in documents that institutions assume nobody is reading carefully, in timelines that look fine on paper but fall apart on examination.
Serv Inc. was founded by a credentialed neutral arbitrator and built by a team whose experience spans internal audit, financial institution research, regulatory compliance training, dispute resolution, and consumer protection law. Our institutional knowledge is the structural advantage of every engagement we take.
Thirty minutes. We learn about your organization, the population you serve, and the use case you are evaluating. No commitment.
We draft a scoping document defining deliverables, timeline, success metrics, and pricing. You review with your team and counsel before any agreement is signed.
A bespoke engagement agreement reflecting the scoped work. Annual contracts, milestone-based deliverables, custom SLAs, and confidentiality terms drafted to your institution's standard.
Dedicated account team, regular reporting cadence, and the support of the full Serv Inc. methodology. Engagement scaled to the scope you signed up for, not a template.
Enterprise pricing is bespoke and scoped per engagement. There is no published rate card because no two institutional needs are the same. The right place to start is a thirty-minute discovery call. We will learn what you are working on, you will learn whether we are the right partner, and the next step (or no next step) will be clear by the end of it.
Schedule a Discovery Call